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MOH Molina Healthcare

Health Care, filed as MOLINA HEALTHCARE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 2 Owners
  • Max 2.7%
  • $364M
  • 2 exits 1 small

In 2026 Q2 Lee Ainslie and Farallon Capital Management sold out of Molina Healthcare.

Who owns this now

Largest portfolio weights among holders, up to 2.7% (Seth Klarman, Baupost Group). Not free-float ownership.

  1. Seth Klarman 2.7%
  2. Bill Nygren / Oakmark Reduce 0.29%

Who owns MOH

Sorted by value, long equity only, as of 2026 Q2.

History
Bill Nygren / Oakmark, Harris Associates L P 0.29% Small trim −2.1% 957,500 $219M History
Seth Klarman, Baupost Group 2.7% Hold 633,609 $145M History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 0.99% Exit −0.99% 645,768 $86M History
Farallon Capital Management exited 2026 Q2 Last 2026 Q1 0.03% Exit −0.03% 35,000 $4.7M History

2 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MOH's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MOH insider trades
  • $100K bought by 1 insider
  • $3.6M sold by 4 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Maurice Hebert Chief Accounting Officer
    Sale
    $115K 600 shares at $191.55 4.5% of stake
    Traded May 14 Filed May 15
    ↗
  2. Jeff D. Barlow Chief Legal Officer
    Sale
    $3.3M 17,811 shares at $186.12 21% of stake
    Traded May 11 Filed May 13
    ↗
  3. Ronna Romney Director
    Sale
    $74K 506 shares at $146.92 2.9% of stake
    Traded Mar 12 Filed Mar 13
    ↗
  4. Richard C Zoretic Director
    Buy
    $100K 800 shares at $125.16 +10% to stake
    Traded Feb 11 Filed Feb 12
    ↗
  5. Richard M Schapiro Director
    Sale
    $51K 357 shares at $143.02 3% of stake
    Traded Nov 24, 2025 Filed Nov 24, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 46 stock grants and 8 share withholdings for taxes.

Congress

3 members of Congress traded MOH in the last three years: 3 buys and 5 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Nov 12, 2025 filed Dec 15, 2025
  2. Byron Donalds R-FL-19 Sell $1K–$15K Sep 4, 2025 filed Oct 7, 2025
  3. Byron Donalds R-FL-19Spouse Sell $1K–$15K Sep 4, 2025 filed Oct 7, 2025
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Aug 5, 2025 filed Sep 12, 2025
  5. Robert P. Bresnahan, Jr. R-PA-8 Buy $1K–$15K May 15, 2025 filed Jun 9, 2025
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K May 30, 2025 filed Jun 6, 2025

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02,5.03,5.07,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $34.07B $40.65B $45.43B
Gross profit * $5.4B $6.22B $5.94B
Gross margin * 15.9% 15.3% 13.1%
Net income $1.09B $1.18B $0.472B
Net margin * 3.2% 2.9% 1.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $12.54B $12.77B $12.44B
Total non-current assets * $2.35B $2.86B $3.12B
Total assets $14.89B $15.63B $15.56B
Total current liabilities $8.17B $7.9B $7.37B
Total non-current liabilities * $2.51B $3.24B $4.12B
Total equity $4.22B $4.5B $4.07B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.66B $0.644B -$0.535B
Cash from investing -$744M -$464M $312M
Cash from financing -$58M -$347M -$170M
Net change in cash $860M -$167M -$393M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.